Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,584,664,719 in 20,198 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,585MILLION
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jordan Topal (CRD# 5045273) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Raleigh, NC and has over 13 years of experience in the finance industry.
Redmond Tudos (CRD# 7488166) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Philadelphia, PA and has over 2 years of experience in the finance industry.
Bruce Warren (CRD# 5044800) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Craig Weisenberger (CRD# 2417445) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 29 years of experience in the finance industry.
Melissa Whalen (CRD# 7464513) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Wyomissing, PA and has 1 year of experience in the finance industry.
Autumn Williams (CRD# 7464521) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
Benedict Wong (CRD# 2918253) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 26 years of experience in the finance industry.
Matthew Woods (CRD# 5175557) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.